17.3 New Document

Left menu ->  Certificates & licenses -> New Document 

 In this page user can create following documents. 

 

 

 

         Certificates 

         licenses 

 

 

 

 17.3.1. Create New Certificate 

 Left menu -> Certificates & licenses -> New Document -> Create Certificates 

 

 Category : Select one category from dropdown 

 Agent Name : Field display based on category selection, select any agent from search and add agent. 

 Document details : By default, certificate option will be highlighted as shown by below screenshot. 

 

 Select ‘document name’ from search bar which is configured earlier in settings. Fill the all-mandatory fields. 

 

 1. 

 Choose File : To upload agent (selected in category) related documents. 

       2. 

 Add Remarks : To add comments on this agent certificate. 

       3. 

 Add New : To add new certificate or license under this agent. We can add multiple documents under this option. 

       4. 

 Save : After filling out the all-mandatory fields save button will be enabled. Click on “save” button page will navigate to documents          list page and confirmation message “certificate or license created successfully” message will be display then saved ‘certificate’ can            display in first row of the table as shown by below screenshot . 

     

 

           17.3.2. Create New License 

       Left menu -> Certificates & licenses -> New Document -> Create License 

   

 

 

 

         Category : Select one category from dropdown 

 Agent Name : Field display based on category selection, select any agent from search and add agent. 

 Document details : By default, select License tab as shown by below screenshot. 

 

 Select ‘document name’ from search bar which is configured earlier in settings. Fill the all-mandatory fields. 

 

     1. 

 Choose File : to upload agent (selected in category) related documents. 

 2. 

 Add Remarks : to add comments on this agent License. 

 3. 

 Add New: to add a new certificate or license under this agent. We can add multiple documents under this option. 

 4.   Save : After filling out the all-mandatory fields save button will be enabled. Clicking on “save” button page will navigate to documents list page and confirmation message “certificate or license created successfully” message will be display then saved ‘ License can display in first row of the table as shown by below screenshot .